> ## Documentation Index
> Fetch the complete documentation index at: https://docs.paylead.fr/llms.txt
> Use this file to discover all available pages before exploring further.

# Shift overview

> Shift is the back-office where Program partners manage their Paylead integration: Consumers, Offers, Coupons, support, performance, and billing.

[Shift](/glossary#shift) is the back-office for running a [Program](/glossary#program) day to day.

It is where you review the [Campaigns](/glossary#campaign) Paylead proposes and publish them as Consumer-facing [Offers](/glossary#offer), issue [Coupons](/program/shift/coupons) and [Gifts](/glossary#gift), and target [Consumers](/glossary#consumer) with [Segments](/glossary#segment). It is also where you look up a Consumer to answer a support ticket, track [Cashback](/glossary#cashback) performance, and reconcile [Ventilation](/glossary#ventilation) payouts and Paylead invoices.

Paylead runs the matching engine and the payout pipeline. Shift is your side of that split: the decisions only you can make (what to publish, to whom, at what rate) and the records that go with them (who earned what, who was paid, what you owe).

Access is role-based: each teammate only sees the sections their role grants. See [Users management](/program/shift/access-and-roles) for the full role matrix and how to invite teammates.

## How the work sequences

The sections follow one another. A new Program meets them roughly in this order.

```mermaid theme={null}
flowchart LR
    A[Users management<br/>invite your team] --> B[Catalog<br/>Segments, Offers, Coupons, Gifts]
    B --> C[Consumers see them<br/>in your bank app]
    C --> D[Support<br/>answer a ticket]
    C --> E[Performance<br/>measure what ran]
    E --> F[Finance and billing<br/>pay out and reconcile]

    classDef neutral fill:#f1efe8,stroke:#888780,color:#2c2c2a
    classDef primary fill:#e6f1fb,stroke:#0465ff,color:#042c53
    classDef accent fill:#e1f5ee,stroke:#0f6e56,color:#04342c
    classDef success fill:#eaf3de,stroke:#3b6d11,color:#173404

    class A neutral
    class B primary
    class C neutral
    class D accent
    class E accent
    class F success
```

* **Set your team up first.** Nothing else is reachable until roles are assigned. Start at [Users management](/program/shift/access-and-roles).
* **Build the catalog.** Decide who you are talking to with [Segments](/program/shift/segments), then turn the Campaigns Paylead proposes into [Offers](/program/shift/publish-offers) and adjust them later with [Edit an Offer](/program/shift/edit-an-offer). [Coupons](/program/shift/coupons) cover the discount-code mechanic instead of Cashback, and [Brands](/program/shift/brands) is the lookup on the merchants behind all of it. [Gifts](/program/shift/gifts) credit a Consumer directly when no transaction justifies a Reward.
* **Answer the tickets that follow.** [Browse Consumers](/program/shift/browse-consumers) reconstructs one Consumer's activity; the [Customer support workflow](/program/shift/customer-support-workflow) tells you which question to ask first; [Status reference](/program/shift/status-reference) decodes any status you land on.
* **Measure what ran.** The [Performance dashboard](/program/shift/performance-dashboard) gives the Program-level KPIs, [Offer performance](/program/shift/offer-performance) drills into a single Offer, and the [Rewards report](/program/shift/rewards-report) and [Vouchers report](/program/shift/vouchers-report) export the underlying rows for accounting.
* **Settle the money.** Check the identity Paylead invoices in [Billing address](/program/shift/billing-address), pay Consumers from the [Ventilation](/program/shift/ventilations) files, and reconcile both directions of the money flow in [Invoices](/program/shift/invoices).
* **Automate the parts you repeat.** [API keys](/program/shift/api-keys) authenticate your integration, and [Webhooks](/program/shift/webhooks) push events to you instead of making you poll a screen.

## Where to go for what

<CardGroup cols={2}>
  <Card title="Users management" icon="user-cog" href="/program/shift/access-and-roles">
    Sign in, adjust your account, invite teammates, and check the role matrix.
  </Card>

  <Card title="Catalog" icon="tags" href="/program/shift/segments">
    Everything Consumers end up seeing: Segments, Brands, Offers, Coupons, and Gifts.
  </Card>

  <Card title="Support" icon="life-buoy" href="/program/shift/browse-consumers">
    Look up a Consumer, reconstruct their activity, and decode any status you meet.
  </Card>

  <Card title="Performance & reporting" icon="chart-line" href="/program/shift/performance-dashboard">
    Track Program KPIs and export Reward and voucher data for accounting.
  </Card>

  <Card title="Finance & billing" icon="banknote" href="/program/shift/ventilations">
    Check your billing details, pay out Cashbacks, and retrieve Paylead invoices.
  </Card>

  <Card title="Integration" icon="plug" href="/program/shift/api-keys">
    Generate API keys and configure Webhooks for your integration.
  </Card>
</CardGroup>